The DEAL FLOW Show

Etan Butler is Chairman of The Dalmore Group, an Independent Investment Bank that offers uncompromised advice and solutions to a diverse client base. In the past 12 months, his firm has been the broker-dealer of record on over 80 REG A+ Offerings.   He is also the founding President of EMB Capital, LLC which has invested in early-stage ventures with a focus on real estate acquisitions, financial services, and alternative energy. During his career, Etan has participated in several billion dollars worth of investment, development, and other structured transactions. Watch on YouTube: https://youtu.be/0Iecsk75FoA

Mark Elenowitz is President of Horizon Fintex and co-founder and managing director of TriPoint Capital. He is a Wall Street veteran with over 29 years experience. His firm is responsible for the first successful Reg A+ IPO to list on a National Securities Exchange — the New York Stock Exchange (NYSE). He is a noted speaker at Small-Cap and Reg A events, including the SEC Small Business Forum, and has been profiled in Business Week, CNBC, and several other publications. Watch on YouTube: https://youtu.be/cdg7j-xhNW8

In this clip of The Deal Flow Show, Laura Anthony goes in-depth on what is perhaps the hottest investment vehicle of 2020 - Special Purpose Acquisition Company (SPAC).  She discusses what a SPAC is, how SPACs work and why SPACs are hot right now. Laura Anthony is Founding Partner of Anthony L.G. For more than two decades Laura has focused her law practice on small and mid-cap private and public companies, the OTC markets, Nasdaq, NYSE American, going public transactions, Regulation A+, mergers and acquisitions, private placement and corporate finance transactions, Exchange Act and other regulatory reporting requirements, state and federal securities laws, general corporate law and complex business transactions. Laura and the ALG legal team have represented buyers, sellers, underwriters, placement agents, investors, and shareholders in mergers, acquisitions and corporate finance transactions valued in excess of $1 billion. Watch on YouTube: https://youtu.be/8-F8VigwXR8

SPACs (special purpose acquisition companies, or "blank check" companies) have seen massive growth on Wall Street in 2020. In this excerpt from The Deal Flow Show, Dr. David Panton explains how they work and why they have grown so popular. Dr. David Panton is Managing Partner of Navigation Capital Partners and SPAC Opportunity Partners LP. In 1998, he co-founded and became managing partner of the Caribbean Investment Fund, a $50 million private equity firm in Kingston, Jamaica. He was named by Buyouts Magazine as “One of Eight Buyout Pros Under 40 to Watch” and by the Atlanta Business Chronicle as one of the “40 Under 40″ Rising Stars. In 2007, he co-founded and was a partner of Navigation Capital Partners, a $350 million private equity firm in Atlanta, where he remains a shareholder. David is an Adjunct Professor at Emory University's Goizueta Business School, where he teaches a course in private equity investing. He is also a member of the Southern 7 Chapter of the Young Presidents Organization (YPO) and a member of Leadership Atlanta (Class of 2012). David has previously served as a Senator in the Upper House of Parliament in Jamaica. Born and raised in Jamaica, David resides in Atlanta. Watch on YouTube https://youtu.be/Vp2Y7JanD8c

In this clip Darren Marble talks about "Going Public," the First Streaming Series That Allows Viewers to Invest. Darren is Co-Founder & Co-CEO of Crush Capital and Co-Founder & CEO of Issuance. Darren is a leading expert in Reg A+ raising and he is the father of a new and innovative series called, “Going Public” to be launched Q1 of 2021. Watch on YouTube: https://youtu.be/Upd3LmQKkWA

The SPAC Operating System is the first to market with a concurrent SPAC vehicle, capitalizing on explosive growth of the SPAC market in the last 5 years. David Panton is a Managing Partner of NCP's SPAC Opportunity Partners L.L.C, an investment firm focused on building a diversified portfolio of investments in Special Purpose Acquisitions Companies. David is a co-founder and former Chief Strategy Officer of American Virtual Cloud Technologies (NASDAQ: AVCT), which previously raised $310 million in July 2017 as Pensare Acquisition Corp., and completed an acquisition of Computex Technology Solutions in April 2020. AVCT is a portfolio company of SPAC Opportunity Partners LP. Watch on Youtube: https://youtu.be/emPK8MdP2eY

Jon Ostenson is CEO of FranBridge Consulting where he specializes in helping clients understand all aspects of non-food franchising. He also oversees FranBridge Capital where he and his partners own 14 territories across 3 service franchises. Jon is the author of ‘The Franchise Path' and is a frequent contributor and thought leader for publications on the topic of franchising and franchise investments. In 2014, the University of Georgia Alumni Association selected Jon as a recipient of its “40 Under 40” recognition. He is a consultant, investor, author, and international speaker specializing in the area of non-food franchising. In this interview, Jon shares great information from his many years of experience, both as a franchise consultant and an actual franchise owner. He talks about the pros and cons of owning a franchise. He goes into detail about the Franchise Disclosure Document (FDD) and what to look for. He tells how he was able to buy an existing franchise at a huge discount. He talks about the hottest franchise business sectors for 2021 and beyond. He explains his due diligence process. He talks about what kinds of franchises he has invested in himself. He explains what can cause a franchisee to fail, and much more. This is a great interview and a must-see! What you'll learn from this episode: Hottest Franchise Sectors for 2021 and Beyond Pros and Cons of Owning a Franchise Jon's Due Diligence process The Franchise Disclosure Document What Can Cause a Franchisee To Fail What are the Typical Demographics of a Franchisee? What is the Typical Payback Period for a Franchise? Which type of Franchises Has Jon has Invested In? How Jon was able to buy a franchise at a huge discount And Much More! Connect with Jon: LinkedIn Watch the video: Youtube

Matt Plooster is co-founder, President and CEO of Bridgepoint Investment Banking, a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. He has over 16 years of investment banking experience, including 6 years of experience in private equity fund management. Matt is an alumnus of the Columbia Business School in New York and possesses FINRA Series 7, 63, and 79 licenses. Cumulatively, he has completed more than $41 billion worth of transaction origination and execution (with $17 billion in M&A and $23 billion in capital raising).  In this interview, Matt shares golden nuggets from his many years of experience in Mergers and Acquisitions (M&A),  investment banking, and private equity. He talks about what he learned from his first mentor and how it affects how he runs his business today. He explains why doing exit interviews after completing a deal is so important. He tells why doing more deals is not always better. He talks about The DAD factor and its importance. He tells how a business can achieve liquidity without selling.  He elaborates on the 5 business sectors his firm focuses on and what they avoid.  He talks about his deal makers and deal breakers. This is a great interview and a must-see! What you'll learn from this episode: What Matt learned from his first mentor How to Achieve Liquidity Without Selling Your Business Matt's Red Flags and Deal Breakers Why the Dad Factor is So Important The 5 Business Sectors that Matt Focuses On Why More Deals are Not Always Better And Much More!  Connect with Matt: LinkedIn Watch the video: Youtube

Julio Gonzalez is the Founder and CEO of Engineered Tax Services, Inc. (ETS). He is a national tax reform expert and the #1 followed tax expert on Twitter. Mr. Gonzalez's focus is bringing specialized tax techniques, historically only available to Fortune 500 firms, to mainstreet small businesses. He was named one of the 100 most Influential persons in accounting today and the best specialty tax practice for 2019 by Acquisition International. He is a regular public speaker on a national level regarding tax reform and tax sophistication for wealth preservation. In this interview, Julio talks about how he helps small businesses get the tax breaks usually reserved for Fortune 500 corporations. He tells about how he recovered $3 million in unclaimed IRS funds for a client. He talks about how companies can reduce their tax burden by buying credits at a discount. He speaks about what kind of investments he looks for and why. He gives his thoughts on where the tax code will be going in the future. He talks about how he evaluates deals. He explains how your business can get free money in the form of government grants that you never have to pay back. This is a great interview and a must-see! What you'll learn from this episode: How Julio recovered $3 Million in unclaimed funds for a client Buying tax credits to reduce your tax bill How Julio evaluates deals What does Julio invest in and why? How to get government grants that don't have to be paid back How will the tax code evolve in the future? And Much More! Connect with Julio: LinkedIn Twitter Watch the video: Youtube

Etan Butler is Chairman of The Dalmore Group, an Independent Investment Bank that offers uncompromised advice and solutions to a diverse client base. In the past 12 months, his firm has been the broker-dealer of record on over 80 REG A+ Offerings. He is also the founding President of EMB Capital, LLC which has invested in early-stage ventures with a focus on real estate acquisitions, financial services, and alternative energy. During his career, Etan has participated in several billion dollars worth of investment, development, and other structured transactions. In this interview, Etan tells how he started a family office right out of college without any experience in the capital markets. He talks about how his firm is the broker-dealer of record on over 80 Reg A+ offerings in the last 12 months. He explains the 3 criteria for a successful Regulation A+ offering and how he does due diligence on deals. He gives his thoughts on crowdfunding marketplaces. He talks about series issuers and fractional ownership of unique asset classes such as racehorses and baseball cards. This is a very interesting and unique interview and a must-see! What you'll learn from this episode: How Etan started a family office right out of college 3 Criteria for a successful Regulation A+ offering How Etan did 80+ Reg A deals in the last 12 months Questions you must ask when considering a Reg A+  How Etan does his due diligence on deals Fractional ownership of baseball cards and racehorses  And much more! Connect with Etan: LinkedIn Watch the video: Youtube

Roger Wadsworth is the National Director of The National Due Diligence Alliance (TNDDA). TNDDA, founded in 2003, is a trade association of Independent FINRA Broker/Dealers, Advisors & Family Offices whose mission it is to facilitate the due diligence process for the benefit of the investing public. In this interview, Roger talks about the National Due Diligence Alliance (TNDDA). He speaks about Alternative Investments. He talks about the TNDDA conference and how sponsors can benefit from it. He talks about the various sectors and industries in the alternative investment space. He speaks about how Covid-19 has affected the ways companies are raising capital and doing business. He explains the difference between a broker-dealer and an advisor, and much more. This is a very informative interview you don't want to miss! What you'll learn from this episode: The Types of Investments that TNDDA focuses on How has Covid-19 Affected the Capital Markets How Sponsors can benefit from a TNDDA Conference How to Evaluate a Deal Sponsor What are the Main Sectors in Alternative Investments? What is the Purpose of a Managing Broker Dealer? DIfference between an Advisor and a Broker Dealer What is AI Insight? Roger's Deal Breakers And much more! Watch the video: Youtube

David Panton is Managing Partner of Navigation Capital Partners and SPAC Opportunity Partners LP. In 1998, he co-founded and became managing partner of the Caribbean Investment Fund, a $50 million private equity firm in Kingston, Jamaica. He was named by Buyouts Magazine as “One of Eight Buyout Pros Under 40 to Watch” and by the Atlanta Business Chronicle as one of the “40 Under 40″ Rising Stars. In 2007, he co-founded and was a partner of Navigation Capital Partners, a $350 million private equity firm in Atlanta, where he remains a shareholder. In this interview, David takes a deep dive into a very hot subject … the Special Purpose Acquisition Company, or SPAC. He explains in great detail exactly what a SPAC is. He gives several reasons why SPACS are so hot right now. He does a walkthrough of a SPAC from start to finish. He tells the story of how he was able to secure a $500 million investment from Goldman Sachs. He talks about some household names that were once SPACS, and much more. If you have an interest in learning more about SPACS this is a must-see interview! What you'll learn from this episode: What exactly is a SPAC? Why are SPACS so hot right now? The average size of a SPAC Can a sponsor do more than one SPAC at once? Household names that were once SPACS What type of industries does David invest in? How David secured $500 million from Goldman Sachs And Much More! Connect with David: LinkedIn Watch the video: Youtube

David Weild IV is the Founder, Chairman & CEO of Weild & Co., Inc. He is often referred to as the “Father of the Jobs Act.” He was Vice-Chairman of Nasdaq for 3 years. His company provides a full spectrum of corporate finance and advisory services to public and private companies including Private Placements, Fund Raises, IPOs, PIPEs, and more. They also have a Mergers & Acquisition Advisory. In this interview, David shares knowledge from many years of being a super achiever in the capital markets. He explains why he is motivated by more than just making money. He gives his take on SPACS. He talks about why he is called the “Father Of The Jobs Act.” He explains how he does due diligence on deals. He talks about the effects of Covid-19 on the workplace, the real estate market, and the economy. He explains what is causing the overvaluation of companies. He talks about how we can turbocharge the economy and more. This is a great interview by a long time capital markets professional and a must watch! What you'll learn from this episode: Why David is known as the “Father of the Jobs Act” The great myth of the Capital Markets David's opinion on SPAC's How David does due diligence on deals The effects of COVID-19 on the economy And much more! Connect with David: LinkedIn Watch the video: Youtube

Michael Roman is Managing Director of WealthForge, a financial technology company that helps automate investments into alternative securities. He has 20 years of experience in the financial services industry, specializing in the alternative investment sector, and holds FINRA Series 7 and Series 63 licenses. He is in charge of driving sales of WealthForge's managing broker-dealer business, as well as expanding sponsor engagement on Altigo, WealthForge's straight-through processing platform. Altigo has processed over $100 million in transactions in the last 12 months. In this interview, Michael shares knowledge from over 20 years in the alternative investment sector. He explains how his company has streamlined the alternative investment process. He talks about the effects of Covid-19 on the capital markets. He tells how he keeps his deal pipeline full. He explains what makes a good deal sponsor. He talks about what investors are looking for in the current environment. He explains his process for evaluating a deal, and much more. What you'll learn from this episode: How to streamline the alternative investment process How Michael fills his pipeline with deals How Covid-19 has affected the Capital Markets How Michael prepares for doing deals What makes a good deal sponsor And much more! Connect with Michael: LinkedIn Watch the video: Youtube

Rod Turner is CEO of Manhattan Street Capital, a world-class Reg A+ and Reg D fundraising platform. He has years of experience in the tech world and played a key role in building Ashton Tate (dBASE), Symantec Norton, and more. Rod is an experienced M&A expert and led the successful acquisition of PCAnywhere by Symantec. At Manhattan Street Capital he helps investors of any wealth level anywhere in the world to invest in private companies, through Regulation A+. In this interview, Rod shares great information on Regulation A+, the Jobs act, and other topics. He explains how 2019 was a banner year for REG A+ and how it's only going to get bigger. He talks about what kind of companies are NOT Good for Reg A+. He speaks about how Reg A+ is being accepted in the Broker-Dealer Community. He talks about how offering decent dividends can increase interest in an offering. This is a great, albeit short, interview that you won't want to miss! What you'll learn from this episode: The early history of the Jobs Act and Regulation A+ What kind of companies are NOT GOOD for Reg A+ How REG A+ is being accepted in the broker-dealer world The best time to approach broker-dealers about your Reg A+ Offering What you can do to increase interest in a Reg A+ offering And much more! Connect with Rod: LinkedIn Watch the video: Youtube

Bill Corbett is Chief Executive Officer at Innovative Payment Solutions, Inc. (IPSI) He cut his teeth at Bear Stearns, where he learned from the legendary Ace Greenberg. Early on Bill got involved in private investment in public equity, often called PIPE deals. He Co-founded PIPE pioneer and San Francisco boutique investment bank, The Shemano Group. He has raised over $2 billion in his career. At IPSI, Bill is focused on building a digital payment technology service business using self-service kiosks. In this interview, Bill digs deep into Private Investment in Public Equity, also known as “Pipe Deals”. He explains what he looks for when evaluating deals. He talks a little about reverse mergers. He speaks about the effects of Covid-19 on the business environment. He talks about what he looks for when building a support team. He explains why “knowing your customer” is so important when raising capital. He talks about how Reg A is similar to a Pipe Deal. He goes into detail on his newest project, digital payment kiosks. This is a very interesting interview that you won't want to miss! What you'll learn from this episode: Private investment in public equity (PIPE Deals) Why you should return all phone calls Bill's new project: Digital Payment Kiosks How to build a support team Do's and Dont's of Capital Raising How Bill evaluates deals And much more! Connect with Bill: LinkedIn Watch the video: Youtube

Jay Soave is a Managing Principal at Cadence Capital Partners, LLC. He is responsible for raising debt and equity for real estate projects nationally. He is well versed in all asset classes, including those in opportunity zones. Jay has structured, negotiated, and closed sophisticated transactions for 16 years, representing over $15 billion in gross value. He specializes in JV structuring, Opportunity Zones, and REIT taxation. In this interview, Jay goes deep into many aspects of the real estate market. He talks about the tax benefits of investing in real estate. He shares his due diligence process when looking at multi-family properties. He talks about opportunity zones. He discusses how he deals with failures and setbacks. He talks about Covid-19 and it's effects on the Real Estate market. He shares his secret sauce for building a database of high net worth investors. If you have an interest in Real Estate this interview is a must see! What you'll learn from this episode: The Tax Advantages of Real Estate The Future of Opportunity Zones Building a Database of High Net Worth Investors How Covid -19 has affected Real Estate Multi-Family Real Estate Metrics and Due Diligence and much more Connect with Jay: LinkedIn Watch the video: Youtube

Brock Felt is Co-founder and Partner of Salt City Partners, a growth firm specializing in e-commerce enterprises. Collectively, he has built companies that have exited or sold for over $1.5 billion and has raised over $300 million for multiple start-ups. He is a sought after speaker, educator, and keynote. He has launched businesses in multiple verticals including health, software, consulting services, e-commerce, lead generation, product development, real estate, and online acquisition. In this interview, Brock shares a plethora of information he has gleaned from years of building companies and doing multi million dollar deals. He talks about how he uses social media to source deals. He explains his due diligence process. He talks about how a Facebook friend he had never met funded an $80 Million Deal. He tells how he made a fortune selling stuff he got for free. He explains how the pandemic has affected his business, and much much more. What you'll learn from this episode: How a Facebook friend funded an $80 million deal How a sports background is helpful in business How he made a fortune selling items from the trash How he fills his deal pipeline using social media How Covid-19 has actually HELPED his business and much more Connect with Brock: LinkedIn Watch the video: Youtube

Brian J.  Esposito is Founder & President of Esposito Intellectual Enterprises LLC., a 20-year-old holding company with operations in media, liquor, music, apparel, sea exploration, aviation, space, cryptocurrency, hemp, oil & gas, mining, tv & film, and technology. Brian is a branding expert, investor, and serial entrepreneur. He believes that “Time Is Our Most Precious Commodity” and has certainly lived up to that mantra over the years with a host of accomplishments before age 40. In this interview, Brian shares a wealth of information that he has learned over many years of putting together deals. He talks about one of the biggest mistakes he made early on and why he still regrets it to this day. He explains how companies can grow without giving up equity. He talks about his #1 deal breaker. He talks about unrealistic company valuations and the proper way to value a company. He talks about how he deals with setbacks .. and much more. What you'll learn from this episode: Brian's biggest business mistake and why he still regrets it. How to grow a company without giving up equity  The proper way to value a company Brian's deal breakers How to build your business network properly and much more Connect with Brian: LinkedIn Watch the video: Youtube

Peter Blaney is CEO of Induran Ventures, a Venture Philanthropy General Partnership. He has been an entrepreneur and venture investor across the spectrum of biotechnology for over 30 years. He was involved in the launch of BIOX, a $125M build of the world's first continuous processing biodiesel refinery. He focuses on direct investments in projects aimed at specific human problems. In this interview Peter shares nuggets from his 30 years of experience in doing multi-million dollar biotech deals. He talks about the 3 aspects he considers when looking at a deal. He explains why sometimes getting a good deal is better than getting a great deal. He talks about the qualities he looks for in the principals of a company. He explains how he keeps his pipeline full of quality deals. He talks about how he deals with failure and adversity. He explains why deals should be more than just about the money. What you'll learn from this episode: How Peter Keeps His Deal Pipeline Full 3 Important Aspects of Every Deal Peter's Unique Way of Dealing with Business Stress What Determines a Good Market Effects of Covid-19 on the Biotech Market and much more Connect with Peter: LinkedIn Watch the video: Youtube

Laurent Ronald Gray is Chairman and Managing Partner of Versailles St. Germain.  He attended the University of Michigan and is a banker with over 30 years of experience. He started at Solomon Brothers and later started a series of Investment banking boutiques. He is well versed in Mergers and Acquisitions (M&A), Investment Banking, Real Estate Sector, Company Valuation, Exit Strategies, Structuring Deals, and more.   In this interview, Laurent covers numerous topics in the deal flow process. He tells an interesting story of how he broke into the investment banking business. He talks about putting a valuation on a company. He shares his criteria for doing a deal as well as the red flags he looks to avoid. He gives his perspective on Reg A+.  He talks about the effect of Covid-19 and identifies buying opportunities made possible by the pandemic.  He discusses the disadvantages of going public   What you'll learn from this episode: Disadvantages of Going Public Laurent's Unique take on Reg A + Buying Opportunities Due to the Pandemic Putting a Valuation on Your Company Laurent's Deal Breakers and much more Connect with Laurent: LinkedIn Watch the video: Youtube

Ryan Fischer is a graduate of Villanova University and a self-directed IRA expert with Camaplan. Ryan joined Camaplan in 2011 where he is responsible for new accounts, transfers, inside sales and marketing, and customer service. He is a national online educator on self-directed retirement plans. He has taught about using Self Directed IRA's to invest in real estate, private lending and many other alternative investments. In this interview, Ryan does a deep dive into the self directed IRA (SDIRA). He talks about how to set up a SDIRA and the difference between a rollover and a transfer. He explains which investments are prohibited by the IRS. He talks about the misconceptions that people have about SDIRA's and the benefits. He explains the difference between tax deferred and tax free. He discusses the benefits of a Roth IRA and why you should have one. He explains why Retirement funds are a great source of investment capital. What you'll learn from this episode: Self directed IRA vs. Regular IRA Difference between Tax-Deferred and Tax-Free Which Investments are prohibited by the IRS? Myths and Misconceptions about Self Directed IRA's How to Raise Capital using Retirement Account Funds Rollover vs Transfer and much more Connect with Ryan: LinkedIn Watch the video: Youtube

Andrea Cataneo is a partner at Mitchell Silberberg & Knupp LLP where she is a member of the Business Transactions Practice Group. Her practice focuses on preparing companies for capital raises, structuring financing, and taking companies public. She serves on the Board of Directors of the National Investment Banking Association (NIBA) and is a frequent panelist at capital markets, health and wellness, and cannabis-focused conferences. In this interview, Andrea goes into a lot of detail on a very hot topic, the Special Purpose Acquisition Company (SPAC). She talks about the advantages of SPAC'S and why investors love them so much. She talks about reverse mergers. She explains the difference between an Uplist and an IPO. She talks about Reg A+. She discusses deal breakers and red flags and how to avoid them. If you are interested in the capital markets and deal flow process this is an interview you shouldn't miss. What you'll learn from this episode: The benefits of SPAC'S and why investors love them REG A+ and why it's not as popular as it should be Andrea's due diligence process when looking at deals The difference between an Uplist and an IPO and much more! Connect with Andrea: LinkedIn Watch the video: Youtube

Mark Elenowitz is President of Horizon Fintex and co-founder and managing director of TriPoint Capital. He is a Wall Street veteran with over 29 years experience. His firm is responsible for the first successful Reg A+ IPO to list on a National Securities Exchange — the New York Stock Exchange (NYSE). He is a noted speaker at Small-Cap and Reg A events, including the SEC Small Business Forum, and has been profiled in Business Week, CNBC, and several other publications. In this interview, Mark goes into detail on Reg CF and Reg A+. He talks about the current definition of “accredited investor” and why it is flawed. He talks about his criteria for doing a deal. He discusses Irrational exuberance and how it can result in unrealistic valuations. He talks about Covid-19 and how it has affected the markets. He warns about the red flags that can destroy a deal and much more. This is a great interview that you will not want to miss! What you'll learn from this episode: The benefits and downside of Reg A+ and Reg CF Mark's unique perspective on what to look for when doing a deal Why the current definition of “accredited investor” may be flawed Deal killing red flags and how to avoid them and much more Connect with Mark: LinkedIn Watch the video: Youtube

Lynne Bolduc is Partner of FitzGerald Yap Kreditor. Over the past 25 years Lynne has established herself as one of the premier corporate and securities lawyers in California. She has structured and implemented over $1 billion of business and financing transactions, and has represented both domestic and international clients in complex transactions across multiple industries. She represents both private and public companies, as well as investment banks, broker dealer firms, registered investment advisors, venture capitalists, private equity funds, and other financing companies. Lynne talks about her experiences as a corporate and securities attorney. She also talks about the current deals that she is working on and what the COVID-19 situation has done to the markets. She is well versed in M&A, raising capital, Reg A+, IPO's, and more. Hearing the unique perspective of a lawyer that is in the middle of the deal making process brings a wealth of information that you wouldn't want to miss! What you'll learn from this episode: Lynne's unique perspective on the virtual road show The differences between a firm commitment and a best efforts basis IPO The importance of trusting your gut The one clause that should be in every contract Connect with Lynne: LinkedIn Watch the video: Youtube

Larry Namer is the President and CEO of Metan and COO of Fanvestor. Along with Alan Mruvka, he founded E! Entertainment Television and Movies USA Magazine. They eventually sold their stake in E!, which is now owned by Comcast. Larry is a recognized expert in the business of international media and entertainment. After E! he started Comspan Communications which promoted or produced several hundred rock concerts in Russia. They also brought the Harlem Globetrotters to Russia in 1995 for the first time in almost 50 years. As CEO of Metan he helped create a series called Hello! Hollywood!, a weekly entertainment news series tailored to Chinese audiences, offering up the latest in celebrity, pop culture and lifestyle news. What you'll learn from this episode: How to deal with business failures and setbacks How to get ready for the deal table Deal breakers and how to avoid them Connect with Dave: Linkedin Watch the video: Youtube

Dave Anthony, CFP, RMA, is the President and Founder of Anthony Capital, LLC, a registered investment advisor firm. He also founded Side by Side, Quotes.com, and FBIAS: Fact-Based Investment Allocation Strategies. Dave is a seminar speaker and presenter on retirement income planning, investment management strategies, and veteran's benefits. He is the host of "The Retirement Income Show with Dave Anthony, CFP®, RMA®" He is currently working on his first book on retirement income planning strategies. He works with affluent retirees and pre-retirees and helps them invest, grow, and manage their wealth. He focuses on Financial Planning, Asset Protection, Tax Strategies and Insurance Planning. What you'll learn from this episode: How to handle failure The importance of finding a great coach or mentor How to adapt your business to Covid-19 Connect with Dave: Linkedin Watch the video: Youtube

Barry Habib is an American Entrepreneur and frequent Media resource for his Mortgage and Housing expertise. Barry has had a long tenure with monthly appearances on CNBC and FOX.  Barry has had many successful businesses that he has founded, grown, and sold. This includes Mortgage Market Guide, Healthcare Imaging Solutions, and Certified Mortgage Associates. Barry personally originated over $2 Billion dollars in mortgage loan production over his career. He is also the Lead Producer and Managing Partner for “Rock of Ages” – a Broadway musical theatrical production, which was also released as a major film starring Tom Cruise. Barry also plays the part of the record producer in the movie. What you'll learn from this episode: Skill sets necessary to be a successful entrepreneur Current outlook of the real estate market Barry's tips and secrets for great deal execution Connect with Barry: LinkedIn Watch His Video: Youtube

Billy Glass is an Ex-NFL Player, Founder, and CEO of Gentry Mills Capital. He has been involved in the real estate business for over 30 years. Gentry Mills Capital is a real estate investment firm whose purpose is to seek out, package and provide quality commercial real estate investment opportunities to investors represented by investment professionals in the financial services industry.  What you'll learn from this episode: Raising capital through the retail brokerage channel Key advice on his longevity in the business How the hospitality industry is coping with COVID-19 Connect with Billy: LinkedIn Watch This Episode On YouTube

Josh Lawler is a Partner of Zuber Lawler. Josh's practice focuses on securities law, mergers & acquisitions and technology transactions. His M&A clients include public and private companies, private equity groups, fundless sponsors, family offices and high net worth individuals. Josh is a premier counselor in respect of commercial transactions, M&A and finance in the cannabis and psychedelics space. Drawing on a bioscience education, Josh applies an understanding of scientific, commercial and regulatory matters to craft innovative solutions to issues present in no other industry. What you'll learn from this episode: Digital Assets and Blockchain Learn about the genuine compliance of good deals How to be a value add to any deal Connect with Josh: LinkedIn Watch This Episode On YouTube

Corey Jackson is an Ex-NFL Player and CEO of Qwerkz. Corey is assisting professional athletes in transitioning to the business world by developing partnerships with those athletes and Fortune 500 companies. Qwerkz is a company that takes the most talented athletes in the world and makes them available for companies and brands to create dynamic collaborations, partnerships and meaningful career opportunities. What you'll learn from this episode: How to brand yourself and the importance of branding. How to look for advantages in business What are the unique characteristics that are found in professional athletes that translates to a great entrepreneur. Connect with Corey: LinkedIn Watch This Episode on YouTube

Jack Ablin is Founding Partner and CIO of Cresset Capital. Jack has been in money management for three decades and has maintained a client-centric view that's enabled him to see market opportunities and challenges through an investor lens. Mr. Ablin is a frequent contributor to CNBC, Bloomberg, The Wall Street Journal, and Barron's. He served as a professor of finance at Boston University, Graduate School of Management. Mr. Ablin spent five years as a money and markets correspondent for the NBC affiliate in Jacksonville, Florida. He was named one of the Top 100 Wealth Advisors in North America by CityWealth Magazine in 2006, 2010-2017. Cresset is a 21st century private wealth management company that integrates goals-based investing in public market securities with direct investments in private equity and real estate. Cresset Capital currently has $11 Billion AUM. What you'll learn from this episode: Managing money for a large portfolio Risk management How to invest with a time horizon Diversification Connect with Jack: LinkedIn Watch This Episode on YouTube

Oscar Jofre is the Co-Founder, CEO, and President of KoreConX. KoreConX is the first all in one platform for private companies to manage company records, capital market activity, fundraising and investments. They are revolutionizing the Alternative Private Placement Market by providing a one of a kind platform that allows shareholders to sell their securities in real time! What you'll learn from this episode: KoreConX's platform for real time information on privately held companies. How KoreConX is providing a secondary market for investors of private placements. Connect with Oscar Jofre: Linkedin Watch This Episode On YouTube

Laura Anthony is Founding Partner of Anthony L.G. For more than two decades Laura has focused her law practice on small and mid-cap private and public companies, the OTC markets, Nasdaq, NYSE American, going public transactions, Regulation A+, mergers and acquisitions, private placement and corporate finance transactions, Exchange Act and other regulatory reporting requirements, state and federal securities laws, general corporate law and complex business transactions. Laura and the ALG legal team have represented buyers, sellers, underwriters, placement agents, investors, and shareholders in mergers, acquisitions and corporate finance transactions valued in excess of $1 billion. What you'll learn from this episode: Rules and regulations in the Capital Markets Reg As, IPOs, SPAC, and more The importance of building a good business model Connect with Laura: LinkedIn Watch This Episode On YouTube

Darren is Co-Founder & Co-CEO of Crush Capital and Co-Founder & CEO of Issuance. Darren is a leading expert in Reg A+ raising and he is the father of a new and innovative series called, “Going Public” to be launched Q1 of 2021. Crush Capital is a pioneering FinTech firm with a mission to democratize access to investment opportunities and usher in a retail investor renaissance. As the creator of the “Going Public” series, Crush Capital empowers retail investors by providing access to IPOs and other financial products on goingpublic.com that were previously reserved for the wealthy and connected. What you'll learn from this episode: Knowledge of Reg A+ How investing is becoming democratized How to catch his upcoming series, “Going Public” The kind of mentality that it takes to be a successful entrepreneur Connect with Darren: LinkedIn Watch this episode on youtube

Learn what The DEAL FLOW Show is, who some of our guests are, and what you will learn when listening to the Greatest Dealmakers in the World!